I mean, there are three serious top level AI companies, and the only thing they're competing on right now is the quality of their frontier models. Or arguably their ability to raise cash, in an extremely "buzzy" market....

There's definitely more than 3 companies competing for AI talent and you know that very well.

Nvidia, Apple, Google, OpenAI, Anthropic, xAI, Tesla, Microsoft, Mistral and dozens and dozens of well funded AI startups are just among those with more resources.

Apple Tesla and Microsoft arguably really don't count. Microsoft is selling shovels. Tesla is, well, Tesla. Apple is not competing on frontier models, far as i can tell

Apple has 400 open positions for AI scientists, and more than 4000 people are estimated to work on core AI tools (Apple Intelligence, etc).

Microsoft is itself working on both building AI hardware and models (such as Phi).

Money is falling out of the sky and landing on any company with AI written on it. Yes they would.

_Are_ they competitive? So far they all seem to be struggling with sustainable profit.

Raising money in a gold rush is easy mode. Surviving the market correction will be the hard part.

They're competitive in the competition of being invested in.